See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,124 | $73,515+58.0% | $62,995+84.3% | $147,584-21.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 13.59% | 175.43%-161.8pp | 87.57%-74.0pp | 578.55%-565.0pp |
| Employer contribution / active EE | $8,422 | $3,320+153.6% | $2,759+205.3% | $4,876+72.7% |
| Participant deferral / active EE | $5,520 | $4,185+31.9% | $3,329+65.8% | $5,439+1.5% |
| Admin fee / account holder | $140 | $5,953-97.6% | $3,600-96.1% | $10,885-98.7% |